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Workforce Management
Anonymous
Suggest workforce management improvements
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API (70)
Adherence (66)
Admin (36)
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Option to update template when editing schedules
Ability to update templates when making changes to individual schedules would be helpful. For example, if a schedule was created from a Monday template, having a system notice that asks 'Would you like to apply this change to the template?' would save time when making similar changes across multiple schedules.
0
2
Add a Scheduled staffing row to templates
It would be helpful if templates included a row for scheduled staffing, similar to what is available on the Staffing Timeline. If the templates had filters, it would be great if this scheduled staffing updated as you applied filters.
0
2
Add folders to templates
Some teams have a lot of templates, and folders would help making their organization easier.
2
7
Monthly templates
would like the ability to create a full-month template (4 weeks) to account for biweekly and monthly rotations that repeat on a monthly basis
1
22
Show forecast on templates
I would like to view the live/current forecasts in template section when building a new template or editing an existing template.
0
8
Allow agents that are not staffable due to having not started yet (start date < the current date) be scheduled to templates
Currently if users would like to schedule agents that have yet to start, they have to remove the start date. It would be nice if we could add agents to templates so we can prep for when those agents do start.
1
9
Enable rotations when applying templates
Integrate rotations in schedule templates beyond multiple schedule templates - alternatively allow for selection of multiple non consecutive weeks when applying templates.
5
·
planned
31
Make templates searchable by agent name
Currently you have a search feature in the templates section that searches for keywords in the titles of the templates, but I think it would also be very helpful to be able to search by agent name to see which templates agent may reside in.
0
2
Apply multiple templates simultaneously
Currently, templates must be applied one at a time for each group. The ability to apply multiple templates at once would expedite scheduling.
0
5
Filters within templates
It would be very beneficial if we could filter while working on templates. Right now, the only option I can find is to sort which isnt helpful, or to apply the filter to a day and then filter, then re-save the template.
4
33
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